Configure New AMD Asset in Data Tracker

IN AMD Data Tracker - TEST

1. Created NEW asset (new object table)

• Created New Asset object

• Created fields needed to test connection

  • ATD_LOCATION_ID

  • New Asset_NAME

  • New_Asset_ID

2. Connect asset to objects

tmc_issues object

• Added connection field to New_Asset

• Add "New_Asset" to ASSET_TYPE field

• Update validation rule to ASSET_TYPE field

  • ASSET_TYPE is New_Asset and New_Asset is blank

  • Message shows "Message type does not match asset selected"

tmc_activities object

• Added connection field to New_Asset

• Add "New_Asset" to ASSET_TYPE field

• Update validation rule to ASSET_TYPE field

  • ASSET_TYPE is New_Asset and New_Asset is blank

  • Message shows "Message type does not match asset selected"

work_order_signals object

• Add "hub cabinet" to ASSET_TYPE field

• Added connection field to New_Asset

  • Add validation to new field

    • New_Asset is not blank

    • Message shows "You must select a hub cabinet when asset type is hub cabinet."

• Added New_Asset_ID field to work_order_signals object

• Update validation rule on ASSET_ID where ASSET_TYPE is "hub cabinet" set to a field object New_Asset_ID

3. MMC - Form, Display, and Record Rules

MMC Details Display & Record Rule Updates

• Added "New_Asset" to the MMC Details page

FORM: "Assign Asset - API | Systems Admin ONLY" form (hidden)

• Add "New_Asset" field to form

• DISPLAY RULE

  • Create new rule for ASSET_TYPE is "New_Asset"

    • show - New_Asset

    • hide - signal

    • hide - school beacon zone

    • hide - dsdd

    • hide - dm

    • hide - hazard flasher

    • hide - signal request

    • hide - school beacon

  • All ASSET_TYPE not "New_Asset"

    • hide - New_Asset

• RECORD RULE

  • Updated record rule 2 for Identify Asset

    • New_Asset to field New_Asset

  • Update connected records - tmc_issue (tmc_issue>tmc_issue)

    • New_Asset is not blank

    • location to a connected value (New_Asset>ATD LOCATION ID)

FORM: "Add mmc activity" form - START HERE

• Add "New_Asset" field to form

• DISPLAY RULE

  • Create new rule for ASSET_TYPE is "New_Asset"

    • show - New_Asset

    • hide - signal

    • hide - school beacon zone

    • hide - dsdd

    • hide - dm

    • hide - hazard flasher

    • hide - signal request

    • hide - school beacon

  • All ASSET_TYPE not "New_Asset"

    • hide - New_Asset

• RECORD RULE

  • Updated record rule 2 for Identify Asset

    • Add additional New_Asset to field New_Asset

  • Update connected records - tmc_issue (tmc_issue > tmc_issue)

    • New_Asset is not blank

    • location to a connected value (New_Asset>ATD LOCATION ID)

FORM: "add_work_orders" (embedded form)

• Record Rule

  • Add to Record Rule 1

    • New_Asset to a connected value (tmc_issues > New_Asset)

4. Work Orders - Form, Display, and Record Rules

FORM: New Work Orders | Trouble Call

• Add New_Asset to the form

• DISPLAY RULE

  • Asset Type is "New_Asset" - Show/Hide

• RECORD RULE

  • Asset Type is "New_Asset"

  • ATD LOCATION ID - connected value - New_Asset>ATD LOCATION ID

FORM: New Work Orders | Schedule Work

• Add New_Asset to the form

• DISPLAY RULE

  • Asset Type is "New_Asset" - Show/Hide

• RECORD RULE

  • Asset Type is "New_Asset"

  • ATD LOCATION ID - connected value - New_Asset>ATD LOCATION ID

FORM: My Work Orders - "Edit Work Order" button

• Add New_Asset to the form

• DISPLAY RULE

  • Asset Type is "New_Asset" - Show/Hide

• RECORD RULE

  • Asset Type is "New_Asset"

  • ATD LOCATION ID - connected value - New_Asset>ATD LOCATION ID

Work Orders (Signals) - "Edit Work Order" button

• Add New_Asset to the form

• DISPLAY RULE

  • Asset Type is "New_Asset" - Show/Hide

• RECORD RULE

  • Asset Type is "New_Asset"

  • ATD LOCATION ID - connected value - New_Asset>ATD LOCATION ID

Update pages/forms/rules for AMD Communications only if it affects the AMD Communications group (ex. hub cabinet)

Work Orders (Communications) - "Edit Work Order" button

• Add New_Asset to the form

• Added "ASSET_TYPE" to the form

• DISPLAY RULE

  • ASSET_TYPE is "New_Asset" - show/hide - New_Asset

  • ASSET_TYPE is "signal" - show/hide - signal

• RECORD RULE

  • Signal (split record rule 1 so this is it's own rule)

    • When Asset Type is "Signal"

    • ATD Location ID - connected value - signal>ATD LOCATION ID

  • New_Asset

    • Asset Type is "New_Asset"

    • ATD LOCATION ID - connected value - New_Asset>ATD LOCATION ID

5. Details Pages

PAGE: My Work Orders Details

• Add "New_Asset" to Related Assets section

PAGE: Work Orders - Technician Details

• Add "New_Asset" to Related Assets section

Update pages/forms/rules for AMD Communications only if it affects the AMD Communications group (ex. hub cabinet)

PAGE: Work Orders (Communications) Details

• Add "New_Asset" below Signal ID